Buckley Wealth Management’s WEC Energy WEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
6,823
-50
| -0.7% | -$5.21K | 0.21% | 80 |
|
|
2025
Q1 | $749K | Buy |
6,873
+183
| +3% | +$19.9K | 0.23% | 75 |
|
|
2024
Q4 | $629K | Buy |
6,690
+187
| +3% | +$17.6K | 0.19% | 77 |
|
|
2024
Q3 | $625K | Buy |
6,503
+174
| +3% | +$16.7K | 0.19% | 75 |
|
|
2024
Q2 | $497K | Sell |
6,329
-2
| -0% | -$157 | 0.16% | 80 |
|
|
2024
Q1 | $520K | Sell |
6,331
-17
| -0.3% | -$1.4K | 0.17% | 82 |
|
|
2023
Q4 | $534K | Sell |
6,348
-290
| -4% | -$24.4K | 0.19% | 81 |
|
|
2023
Q3 | $535K | Sell |
6,638
-1,915
| -22% | -$154K | 0.2% | 76 |
|
|
2023
Q2 | $755K | Buy |
8,553
+3,713
| +77% | +$328K | 0.26% | 71 |
|
|
2023
Q1 | $459K | Sell |
4,840
-56
| -1% | -$5.31K | 0.17% | 84 |
|
|
2022
Q4 | $459K | Buy |
4,896
+76
| +2% | +$7.13K | 0.17% | 86 |
|
|
2022
Q3 | $431K | Sell |
4,820
-1,217
| -20% | -$109K | 0.16% | 87 |
|
|
2022
Q2 | $608K | Sell |
6,037
-138
| -2% | -$13.9K | 0.2% | 84 |
|
|
2022
Q1 | $616K | Buy |
6,175
+1,499
| +32% | +$150K | 0.17% | 90 |
|
|
2021
Q4 | $454K | Sell |
4,676
-223
| -5% | -$21.7K | 0.13% | 103 |
|
|
2021
Q3 | $432K | Buy |
4,899
+364
| +8% | +$32.1K | 0.14% | 97 |
|
|
2021
Q2 | $403K | Buy |
4,535
+103
| +2% | +$9.15K | 0.14% | 97 |
|
|
2021
Q1 | $415K | Buy |
4,432
+562
| +15% | +$52.6K | 0.15% | 92 |
|
|
2020
Q4 | $356K | Buy |
3,870
+81
| +2% | +$7.45K | 0.15% | 96 |
|
|
2020
Q3 | $367K | Sell |
3,789
-1,264
| -25% | -$122K | 0.16% | 90 |
|
|
2020
Q2 | $443K | Sell |
5,053
-517
| -9% | -$45.3K | 0.2% | 85 |
|
|
2020
Q1 | $491K | Buy |
5,570
+1,655
| +42% | +$146K | 0.27% | 76 |
|
|
2019
Q4 | $361K | Sell |
3,915
-302
| -7% | -$27.8K | 0.16% | 102 |
|
|
2019
Q3 | $401K | Sell |
4,217
-29
| -0.7% | -$2.76K | 0.2% | 91 |
|
|
2019
Q2 | $354K | Buy |
4,246
+195
| +5% | +$16.3K | 0.17% | 112 |
|
|
2019
Q1 | $320K | Sell |
4,051
-494
| -11% | -$39K | 0.15% | 112 |
|
|
2018
Q4 | $315K | Buy |
4,545
+307
| +7% | +$21.3K | 0.16% | 111 |
|
|
2018
Q3 | $283K | Buy |
4,238
+36
| +0.9% | +$2.4K | 0.12% | 138 |
|
|
2018
Q2 | $272K | Buy |
4,202
+205
| +5% | +$13.3K | 0.13% | 137 |
|
|
2018
Q1 | $251K | Buy |
3,997
+760
| +23% | +$47.7K | 0.12% | 144 |
|
|
2017
Q4 | $215K | Buy |
+3,237
| New | +$215K | 0.11% | 156 |
|